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American Assets Trust, Inc.(AAT)与LAMAR ADVERTISING CO(LAMR)财务数据对比。点击上方公司名可切换其他公司

LAMAR ADVERTISING CO的季度营收约是American Assets Trust, Inc.的61.8倍($595.9M vs $9.6M)。LAMAR ADVERTISING CO同比增速更快(2.8% vs -5.5%)。LAMAR ADVERTISING CO自由现金流更多($208.3M vs $23.0M)。过去两年LAMAR ADVERTISING CO的营收复合增速更高(9.4% vs -5.2%)

该公司是一家大型英国投资信托,在伦敦证券交易所上市,同时是富时250指数的成分股,现任董事长为获颁CBE勋章的伊恩·弗格森。

拉马尔广告是一家知名户外广告服务商,1902年由查尔斯·W·拉马尔与J.M.科伊创立,总部位于美国路易斯安那州巴吞鲁日。公司业务覆盖美国与加拿大,在两地设有超200个运营网点,旗下在美国境内拥有超过36.3万个广告展示位,涵盖广告牌、标识标牌、公共交通展示载体等品类,2014年转型为房地产投资信托。

AAT vs LAMR — 直观对比

营收规模更大
LAMR
LAMR
是对方的61.8倍
LAMR
$595.9M
$9.6M
AAT
营收增速更快
LAMR
LAMR
高出8.3%
LAMR
2.8%
-5.5%
AAT
自由现金流更多
LAMR
LAMR
多$185.3M
LAMR
$208.3M
$23.0M
AAT
两年增速更快
LAMR
LAMR
近两年复合增速
LAMR
9.4%
-5.2%
AAT

损益表 — Q4 2025 vs Q4 2025

指标
AAT
AAT
LAMR
LAMR
营收
$9.6M
$595.9M
净利润
$152.3M
毛利率
67.7%
营业利润率
32.9%
净利率
25.6%
营收同比
-5.5%
2.8%
净利润同比
12801.3%
每股收益(稀释后)
$0.06
$1.50

绿色 = 该指标领先。财年不对齐时期间可能不同

8季度营收与利润趋势

并排季度历史对比,按日历期对齐,财年错位的公司也能正确匹配

营收
AAT
AAT
LAMR
LAMR
Q4 25
$9.6M
$595.9M
Q3 25
$10.1M
$585.5M
Q2 25
$10.2M
$579.3M
Q1 25
$9.9M
$505.4M
Q4 24
$10.2M
$579.6M
Q3 24
$11.4M
$564.1M
Q2 24
$10.6M
$565.3M
Q1 24
$10.7M
$498.1M
净利润
AAT
AAT
LAMR
LAMR
Q4 25
$152.3M
Q3 25
$4.5M
$141.8M
Q2 25
$5.5M
$154.4M
Q1 25
$42.5M
$138.8M
Q4 24
$-1.2M
Q3 24
$16.7M
$147.5M
Q2 24
$11.9M
$137.4M
Q1 24
$19.3M
$78.2M
毛利率
AAT
AAT
LAMR
LAMR
Q4 25
67.7%
Q3 25
67.9%
Q2 25
67.8%
Q1 25
64.4%
Q4 24
67.8%
Q3 24
67.6%
Q2 24
67.6%
Q1 24
64.7%
营业利润率
AAT
AAT
LAMR
LAMR
Q4 25
32.9%
Q3 25
32.3%
Q2 25
34.1%
Q1 25
37.8%
Q4 24
6.3%
Q3 24
33.1%
Q2 24
32.6%
Q1 24
25.0%
净利率
AAT
AAT
LAMR
LAMR
Q4 25
25.6%
Q3 25
44.6%
24.2%
Q2 25
53.2%
26.6%
Q1 25
429.3%
27.5%
Q4 24
-0.2%
Q3 24
145.5%
26.1%
Q2 24
111.9%
24.3%
Q1 24
179.4%
15.7%
每股收益(稀释后)
AAT
AAT
LAMR
LAMR
Q4 25
$0.06
$1.50
Q3 25
$0.07
$1.40
Q2 25
$0.09
$1.52
Q1 25
$0.70
$1.35
Q4 24
$0.14
$-0.02
Q3 24
$0.28
$1.44
Q2 24
$0.20
$1.34
Q1 24
$0.32
$0.76

资产负债表与财务实力

最新季度各公司的流动性、杠杆与账面价值一览

指标
AAT
AAT
LAMR
LAMR
现金及短期投资手头流动性
$129.4M
$64.8M
总债务越低越好
$1.7B
股东权益账面价值
$1.2B
$1.0B
总资产
$2.9B
$6.9B
负债/权益比越低杠杆越低
1.48×

8季度趋势,按日历期对齐

现金及短期投资
AAT
AAT
LAMR
LAMR
Q4 25
$129.4M
$64.8M
Q3 25
$138.7M
$22.0M
Q2 25
$143.7M
$55.7M
Q1 25
$143.9M
$36.1M
Q4 24
$425.7M
$49.5M
Q3 24
$533.0M
$29.5M
Q2 24
$114.9M
$77.9M
Q1 24
$98.6M
$36.4M
总债务
AAT
AAT
LAMR
LAMR
Q4 25
$1.7B
Q3 25
Q2 25
Q1 25
Q4 24
$2.0B
Q3 24
Q2 24
Q1 24
股东权益
AAT
AAT
LAMR
LAMR
Q4 25
$1.2B
$1.0B
Q3 25
$1.2B
$1.0B
Q2 25
$1.2B
$906.9M
Q1 25
$1.2B
$1.0B
Q4 24
$1.2B
$1.0B
Q3 24
$1.2B
$1.2B
Q2 24
$1.2B
$1.2B
Q1 24
$1.2B
$1.2B
总资产
AAT
AAT
LAMR
LAMR
Q4 25
$2.9B
$6.9B
Q3 25
$2.9B
$6.8B
Q2 25
$3.0B
$6.7B
Q1 25
$3.0B
$6.5B
Q4 24
$3.3B
$6.6B
Q3 24
$3.4B
$6.5B
Q2 24
$3.0B
$6.6B
Q1 24
$3.0B
$6.5B
负债/权益比
AAT
AAT
LAMR
LAMR
Q4 25
1.48×
Q3 25
Q2 25
Q1 25
Q4 24
1.72×
Q3 24
Q2 24
Q1 24

现金流与资本效率

扣除再投资后实际产生的现金。现金流比净利润更难造假

指标
AAT
AAT
LAMR
LAMR
经营现金流最新季度
$40.6M
$271.2M
自由现金流经营现金流 - 资本支出
$23.0M
$208.3M
自由现金流率自由现金流/营收
238.4%
35.0%
资本支出强度资本支出/营收
182.1%
10.5%
现金转化率经营现金流/净利润
1.78×
过去12个月自由现金流最近4个季度
$94.9M
$683.2M

8季度趋势,按日历期对齐

经营现金流
AAT
AAT
LAMR
LAMR
Q4 25
$40.6M
$271.2M
Q3 25
$40.5M
$235.7M
Q2 25
$49.2M
$229.5M
Q1 25
$36.9M
$127.7M
Q4 24
$40.6M
$279.3M
Q3 24
$52.4M
$227.4M
Q2 24
$59.3M
$256.3M
Q1 24
$54.8M
$110.6M
自由现金流
AAT
AAT
LAMR
LAMR
Q4 25
$23.0M
$208.3M
Q3 25
$23.1M
$185.8M
Q2 25
$28.4M
$191.3M
Q1 25
$20.4M
$97.9M
Q4 24
$21.5M
$236.3M
Q3 24
$28.0M
$197.3M
Q2 24
$43.6M
$233.7M
Q1 24
$43.8M
$81.1M
自由现金流率
AAT
AAT
LAMR
LAMR
Q4 25
238.4%
35.0%
Q3 25
228.3%
31.7%
Q2 25
276.7%
33.0%
Q1 25
206.1%
19.4%
Q4 24
210.4%
40.8%
Q3 24
244.4%
35.0%
Q2 24
409.9%
41.3%
Q1 24
408.5%
16.3%
资本支出强度
AAT
AAT
LAMR
LAMR
Q4 25
182.1%
10.5%
Q3 25
172.4%
8.5%
Q2 25
203.1%
6.6%
Q1 25
166.0%
5.9%
Q4 24
187.6%
7.4%
Q3 24
213.5%
5.3%
Q2 24
147.4%
4.0%
Q1 24
101.9%
5.9%
现金转化率
AAT
AAT
LAMR
LAMR
Q4 25
1.78×
Q3 25
8.98×
1.66×
Q2 25
9.01×
1.49×
Q1 25
0.87×
0.92×
Q4 24
Q3 24
3.15×
1.54×
Q2 24
4.98×
1.87×
Q1 24
2.84×
1.41×

财务流量对比

营收 → 毛利润 → 营业利润 → 净利润流向图

业务分部营收拆解

AAT
AAT

暂无分部数据

LAMR
LAMR

Reportable Segment Aggregation Before Other Operating Segment$531.9M89%
Transit Advertising$42.0M7%
Logo Advertising$22.1M4%

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